Bank of New York Mellon Corp
BNY- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0001390777
In the last 90 days, Bank of New York Mellon Corp insiders filed 0 open-market purchases and 3 sales; 1,885 institutions reported holding it in 13F filings for Q2 2026, worth $83.1B in total; superinvestors Markel Group and Harris Associates (Oakmark) hold it.
Other share classesBNY.PK
13F holders, Q2 2025
Institutional positions in Bank of New York Mellon Corp as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,555
- +75 vs. Q1 2025
- Shares held
- 598.3M
- −17.8M (−2.9%) vs. Q1 2025
- Total value
- $54.5B
- +$2.89B (+5.6%) vs. Q1 2025
- New holders
- 171
- 520 more added
- Sold out
- 96
- 584 more reduced
24 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BNY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,885 | $83.1B |
| Q1 2026 | 1,769 | $67.9B |
| Q4 2025 | 1,760 | $68.4B |
| Q3 2025 | 1,646 | $63.9B |
| Q2 2025 | 1,556 | $54.5B |
| Q1 2025 | 1,505 | $51.9B |
| Q4 2024 | 1,442 | $47.8B |
| Q3 2024 | 1,293 | $44.6B |
| Q2 2024 | 1,252 | $37.6B |
| Q1 2024 | 1,256 | $36.2B |
| Q4 2023 | 1,170 | $33.4B |
| Q3 2023 | 1,087 | $27.4B |
| Q2 2023 | 1,083 | $28.9B |
| Q1 2023 | 1,131 | $29.9B |
| Q4 2022 | 1,123 | $30.9B |
| Q3 2022 | 1,031 | $26.1B |
| Q2 2022 | 1,055 | $28.3B |
| Q1 2022 | 1,143 | $33.6B |
| Q4 2021 | 1,154 | $39.3B |
| Q3 2021 | 1,054 | $36.3B |
| Q2 2021 | 1,082 | $37.0B |
| Q1 2021 | 1,059 | $34.5B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fiduciary Group LLC | 4,221 | $384.6K | 0.04% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 4,225 | $384.9K | 0.00% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 4,253 | $387.4K | 0.31% | −582−12.0% | Reduced |
| Petros Family Wealth, LLC | 4,261 | $388.2K | 0.35% | −289−6.4% | Reduced |
| Wilson & Boucher Capital Management, LLC | 4,265 | $388.6K | 0.27% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 4,280 | $389.9K | 0.24% | +22+0.5% | Added |
| Ethos Financial Group, LLC | 4,326 | $390.4K | 0.03% | +4,326 | New |
| Burns Matteson Capital Management, LLC | 4,289 | $390.8K | 0.19% | +123+3.0% | Added |
| Massachusetts Financial Services Co | 4,293 | $391.1K | 0.00% | +1,214+39.4% | Added |
| Fidelis Capital Partners, LLC | 3,825 | $391.3K | 0.04% | +23+0.6% | Added |
| Ci Investments Inc. | 4,300 | $392.0K | 0.00% | +169+4.1% | Added |
| Hickory Asset Management, Inc. | 4,303 | $392.1K | 0.32% | +23+0.5% | Added |
| Midwest Trust Co | 4,310 | $392.7K | 0.01% | +4,310 | New |
| Morningstar Investment Management LLC | 4,310 | $393.0K | 0.03% | +4,310 | New |
| DRW Securities, LLC | 4,348 | $396.1K | 0.03% | +347+8.7% | Added |
| C M Bidwell & Associates Ltd | 4,390 | $400.0K | 0.21% | −220−4.8% | Reduced |
| O'Brien Greene & Co. Inc | 4,391 | $400.1K | 0.13% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 4,400 | $400.9K | 0.14% | −87−1.9% | Reduced |
| Beirne Wealth Consulting Services, LLC | 4,405 | $401.3K | 0.13% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,438 | $404.4K | 0.02% | +1,273+40.2% | Added |
| Tradewinds Capital Management, LLC | 4,439 | $404.4K | 0.10% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 4,440 | $404.5K | 0.12% | −118−2.6% | Reduced |
| Strategic Advisors LLC | 4,446 | $405.1K | 0.08% | +4,446 | New |
| Quent Capital, LLC | 4,447 | $405.1K | 0.04% | +480+12.1% | Added |
| Dumont & Blake Investment Advisors LLC | 4,523 | $412.1K | 0.11% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,522 | $412.3K | 0.04% | −1,679−27.1% | Reduced |
| Bruce G. Allen Investments, LLC | 4,535 | $413.2K | 0.31% | +169+3.9% | Added |
| Howard Capital Management Inc. | 4,541 | $413.7K | 0.01% | +263+6.1% | Added |
| Groupe la Francaise | 4,567 | $414.7K | 0.01% | +275+6.4% | Added |
| Sound View Wealth Advisors Group, LLC | 4,585 | $417.7K | 0.03% | +89+2.0% | Added |
| Sigma Planning Corp | 4,601 | $419.2K | 0.01% | −869−15.9% | Reduced |
| Martin Capital Advisors, LLP | 4,605 | $419.6K | 0.27% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4,657 | $422.0K | 0.01% | −7,998−63.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,636 | $422.0K | 0.11% | −792−14.6% | Reduced |
| AdviceOne Advisory Services, LLC | 4,647 | $423.4K | 0.31% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,654 | $424.0K | 0.01% | +184+4.1% | Added |
| Alteri Wealth LLC | 4,664 | $424.9K | 0.16% | +1,425+44.0% | Added |
| Baader Bank INC | 4,729 | $425.7K | 0.04% | +852+22.0% | Added |
| Janney Capital Management LLC | 4,675 | $426.0K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,691 | $427.4K | 0.03% | +213+4.8% | Added |
| Meridian Wealth Management, LLC | 4,695 | $427.8K | 0.02% | +1,155+32.6% | Added |
| Catalina Capital Group, LLC | 4,720 | $430.0K | 0.29% | −91−1.9% | Reduced |
| Bahl & Gaynor Inc | 4,727 | $430.7K | 0.00% | +54+1.2% | Added |
| Next Level Private LLC | 4,730 | $430.9K | 0.14% | −35−0.7% | Reduced |
| Wesbanco Bank Inc | 4,737 | $431.6K | 0.01% | +89+1.9% | Added |
| JFS Wealth Advisors, LLC | 4,738 | $431.7K | 0.03% | +527+12.5% | Added |
| Wellington Shields & Co., LLC | 4,740 | $431.9K | 0.12% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,780 | $435.5K | 0.08% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 4,780 | $436.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,796 | $437.0K | 0.01% | +1,280+36.4% | Added |
| Prime Capital Investment Advisors, LLC | 4,826 | $439.7K | 0.01% | −2,532−34.4% | Reduced |
| IFP Advisors, Inc | 4,283 | $441.3K | 0.01% | −197−4.4% | Reduced |
| Ironwood Investment Management LLC | 4,847 | $441.6K | 0.21% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,848 | $441.7K | 0.01% | +434+9.8% | Added |
| JNBA Financial Advisors | 4,887 | $445.2K | 0.04% | −330−6.3% | Reduced |
| First Heartland Consultants, Inc. | 4,897 | $446.2K | 0.04% | +803+19.6% | Added |
| Cove Private Wealth, LLC | 4,929 | $449.1K | 0.16% | +4,929 | New |
| Keyvantage Wealth, LLC | 4,931 | $449.3K | 0.20% | −372−7.0% | Reduced |
| Charter Trust Co | 4,934 | $449.5K | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 4,946 | $450.6K | 0.02% | +1,644+49.8% | Added |
| Guardian Wealth Advisors, LLC | 4,957 | $451.6K | 0.03% | +2,523+103.7% | Added |
| Northstar Group, Inc. | 4,969 | $452.7K | 0.07% | −47−0.9% | Reduced |
| GenTrust, LLC | 5,000 | $455.6K | 0.02% | −17−0.3% | Reduced |
| Sicart Associates LLC | 5,000 | $455.6K | 0.16% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 5,000 | $455.6K | 0.13% | 00.0% | Unchanged |
| Severin Investments, LLC | 5,014 | $456.8K | 0.43% | −107−2.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,019 | $457.3K | 0.02% | −84−1.6% | Reduced |
| GHP Investment Advisors, Inc. | 5,045 | $459.6K | 0.02% | 00.0% | Unchanged |
| First Nebraska Trust Co | 5,050 | $460.1K | 0.04% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,054 | $460.5K | 0.03% | −6,218−55.2% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,094 | $464.1K | 0.09% | +112+2.2% | Added |
| Farmers & Merchants Investments Inc | 5,116 | $466.1K | 0.01% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,145 | $468.8K | 0.07% | +5,145 | New |
| BSW Wealth Partners | 5,162 | $470.3K | 0.06% | +209+4.2% | Added |
| Nomura Holdings Inc | 5,166 | $470.7K | 0.00% | −17,481−77.2% | Reduced |
| Baker Ellis Asset Management LLC | 5,190 | $472.9K | 0.06% | 00.0% | Unchanged |
| Sapient Capital LLC | 5,191 | $473.0K | 0.01% | −93−1.8% | Reduced |
| Larson Financial Group LLC | 5,215 | $475.1K | 0.02% | +2,486+91.1% | Added |
| Modera Wealth Management, LLC | 5,235 | $476.9K | 0.01% | +29+0.6% | Added |
| Fortitude Advisory Group L.L.C. | 5,280 | $481.1K | 0.27% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 5,309 | $483.7K | 0.15% | −13−0.2% | Reduced |
| Global Retirement Partners, LLC | 5,324 | $485.0K | 0.01% | +5,324 | New |
| Van Strum & Towne Inc. | 5,377 | $489.9K | 0.15% | 00.0% | Unchanged |
| Firestone Capital Management | 5,413 | $493.2K | 0.12% | 00.0% | Unchanged |
| City National Bank of Florida | 5,433 | $495.0K | 0.36% | +871+19.1% | Added |
| Fundamentun, LLC | 5,441 | $495.8K | 0.02% | −153−2.7% | Reduced |
| Richard W. Paul & Associates, LLC | 5,468 | $498.2K | 0.18% | −715−11.6% | Reduced |
| denkapparat Operations GmbH | 5,470 | $498.4K | 0.40% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 5,480 | $499.3K | 0.03% | +202+3.8% | Added |
| Philadelphia Trust Co | 5,500 | $501.0K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 5,507 | $501.7K | 0.03% | +39+0.7% | Added |
| Berkshire Asset Management LLC | 5,518 | $502.7K | 0.02% | +78+1.4% | Added |
| Ramirez Asset Management, Inc. | 5,522 | $503.1K | 0.08% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,523 | $503.2K | 0.01% | +122+2.3% | Added |
| Resonant Capital Advisors, LLC | 5,554 | $506.0K | 0.03% | +508+10.1% | Added |
| United Advisor Group, LLC | 5,559 | $506.5K | 0.09% | +556+11.1% | Added |
| Brown, Lisle/Cummings, Inc. | 5,566 | $507.1K | 0.13% | −156−2.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,573 | $507.8K | 0.03% | −117−2.1% | Reduced |
| Courier Capital LLC | 5,579 | $508.3K | 0.03% | −1,042−15.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,584 | $508.5K | 0.02% | 00.0% | Unchanged |